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earningstech stocksMSFTAMZNGOOGLMETA
Open a keyword to see other news on the same topic.
Related tickers and likely impact
MSFT
▼ Likely negativeMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/23/2026 | 524.53 |
| Change that session | +0.66% |
AMZN
▼ Likely negativeAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/23/2026 | 248.04 |
| Change that session | -0.93% |
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/23/2026 | 320.25 |
| Change that session | -1.22% |
META
▼ Likely negativeMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/23/2026 | 642.26 |
| Change that session | -1.02% |
QQQ
• NeutralInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/23/2026 | 704.39 |
| Change that session | -0.01% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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The S&P 500 is up about 12% in 2026 excluding dividends, while Microsoft is up about 8%, Amazon about 7%, and Alphabet about 2% (based on its Class A shares); together these three stocks make up about 15% of the index. Microsoft and Alphabet report quarterly results on October 28, and Amazon follows on October 29. By the author's estimate, Apple and Nvidia added about 3 percentage points to the index's 12% gain, while the three laggards added about 1 point; had they matched the index, the fund would have gained almost 13%. Each stock has moved roughly 10% or more the day after at least one report this year. For a $10,000 position in an S&P 500 fund (about $1,500 in these three stocks), reactions like those after their July reports would add about $110, while reactions like those after the January and February reports would take away about $80. The author would not change anything in an S&P 500 fund before October 28.
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In his first exchange with analysts since taking over as CEO last month, Phạm Nhật Quân Anh said VinFast sold 70,085 electric vehicles in Q2 2026, bringing first-half sales to 43% of its 300,000-vehicle target for the full year. The company plans to launch more models, invest in autonomous driving technology and expand into more markets, including with affiliated taxi company Green SM. Vietnam accounted for 89% of its Q2 EV sales, while the Philippines, Indonesia and India are the key overseas markets, with the Americas and Europe under review. As part of its restructuring, VinFast sold two major factories and transferred 7 billion USD of debt to investors linked to Phạm Nhật Vượng and Vingroup, but said vehicles will still be produced under long-term manufacturing agreements. It also plans to launch its first gasoline-assisted EV, while the VF Wild REEV, its first range-extended EV, is the latest model.
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U.S. crude fell over 2% on Monday as investors weighed the risk of further attacks on Saudi energy infrastructure against the possibility that high prices could erode demand. West Texas Intermediate dropped 2.19% to $101 a barrel and Brent fell 1.89% to $114.51, after a sharp rally on Friday following Houthi attacks on Saudi Arabia. The Houthis said they had targeted the main airport in Riyadh and oil facilities, and Saudi authorities said they intercepted more missiles and drones on Sunday. Michael Alfaro of Gallo Partners estimated the geopolitical risk premium at about $20 a barrel, warning that a major strike on the East-West pipeline or refining infrastructure could push prices higher, though further gains would likely cut demand. He also flagged refining capacity as a longer-term challenge, while U.S. producers remain cautious about raising capital spending.
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Most Asian currencies moved little on Monday as the dollar drifted lower ahead of a week packed with central bank meetings, most notably the Federal Reserve. The dollar index fell 0.17% in Asian trade after hitting an 18-month high earlier in October. The Fed is widely expected to hold rates at 4.0% on Wednesday, after raising them by 25 basis points in September, its first hike in over three years, as U.S. inflation stays well above its 2% target. Traders will watch comments from Fed Chair Kevin Warsh, along with U.S. third-quarter GDP and September PCE data. The yen was muted before a Bank of Japan meeting, where rates are expected to stay at 1.25% but with a hawkish outlook, while the yuan rose to a four-year high with support from the People's Bank.
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Frank Elderson, ECB Executive Board member and Vice-Chair of the Supervisory Board, told the COP17 Finance and Biodiversity Day in Yerevan that the world must move from targets to implementation and treat protecting nature as investment rather than spending. He argued that degraded ecosystems raise firms' costs, reduce productivity and disrupt supply chains, noting that 72% of euro area companies depend on at least one ecosystem service and 75% of euro area corporate lending goes to firms highly dependent on one. Citing this summer's drought, he said major rivers including the Rhine, Loire, Po and Danube fell to exceptionally low levels, forcing critical nuclear plants to shut down and hitting hydropower and supply chains. He noted the Kunming-Montreal framework aims for living in harmony with nature by 2050 but progress has been limited, and that ECB analysis suggests the potential consequences could be much larger.
- Momentum of savings rate increases likely ended
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